PWM
Prosperity Wealth Management’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
10,860
-100
| -0.9% | -$17.4K | 0.7% | 27 |
|
|
2025
Q1 | $2.2M | Sell |
10,960
-368
| -3% | -$73.8K | 1.03% | 17 |
|
|
2024
Q4 | $2.02M | Sell |
11,328
-1,437
| -11% | -$257K | 0.83% | 19 |
|
|
2024
Q3 | $1.89M | Buy |
12,765
+14
| +0.1% | +$2.07K | 0.76% | 19 |
|
|
2024
Q2 | $1.64M | Hold |
12,751
| – | – | 0.81% | 21 |
|
|
2024
Q1 | $1.43M | Buy |
+12,751
| New | +$1.43M | 0.68% | 27 |
|
|
2023
Q4 | – | Sell |
-14,806
| Closed | -$1.27M | – | 174 |
|
|
2023
Q3 | $1.27M | Buy |
14,806
+2,155
| +17% | +$185K | 0.82% | 21 |
|
|
2023
Q2 | $963K | Sell |
12,651
-1,927
| -13% | -$147K | 0.62% | 26 |
|
|
2023
Q1 | $1.06M | Sell |
14,578
-533
| -4% | -$38.9K | 0.84% | 24 |
|
|
2022
Q4 | $1.11M | Buy |
+15,111
| New | +$1.11M | 1.05% | 23 |
|